Amica Retiree Medical Trust’s American Express AXP Stock Holding History

Amica Retiree Medical Trust’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$438K	Sell	1,320 -156	-11%	-$49.6K	0.6%	50
2025 Q2	$471K	Sell	1,476 -230	-13%	-$64.7K	0.68%	45
2025 Q1	$459K	Sell	1,706 -1,459	-46%	-$431K	0.7%	47
2024 Q4	$939K	Sell	3,165 -277	-8%	-$79.6K	0.89%	26
2024 Q3	$933K	Buy	+3,442	New	+$857K	0.77%	36
2023 Q3	$806K	Hold	5,403	–	–	0.95%	36
2023 Q2	$941K	Sell	5,403 -741	-12%	-$120K	1.05%	33
2023 Q1	$1.01M	Sell	6,144 -2,286	-27%	-$379K	1.07%	32
2022 Q4	$1.25M	Buy	8,430 +952	+13%	+$141K	1.6%	17
2022 Q3	$1.01M	Buy	7,478 +646	+9%	+$97.8K	1.26%	21
2022 Q2	$947K	Buy	6,832 +747	+12%	+$123K	1.07%	30
2022 Q1	$1.14M	Hold	6,085	–	–	1.06%	27
2021 Q4	$996K	Hold	6,085	–	–	0.85%	36
2021 Q3	$1.02M	Sell	6,085 -1,653	-21%	-$276K	0.92%	33
2021 Q2	$1.28M	Sell	7,738 -4,390	-36%	-$688K	0.81%	39
2021 Q1	$1.72M	Buy	12,128 +3,197	+36%	+$422K	1.16%	20
2020 Q4	$1.08M	Hold	8,931	–	–	0.76%	36
2020 Q3	$895K	Hold	8,931	–	–	0.69%	38
2020 Q2	$850K	Hold	8,931	–	–	0.67%	37
2020 Q1	$765K	Hold	8,931	–	–	0.68%	39
2019 Q4	$1.11M	Hold	8,931	–	–	0.86%	21
2019 Q3	$1.06M	Sell	8,931 -2,076	-19%	-$255K	0.84%	20
2019 Q2	$1.36M	Hold	11,007	–	–	1.11%	11
2019 Q1	$1.2M	Hold	11,007	–	–	1.06%	13
2018 Q4	$1.05M	Hold	11,007	–	–	1%	20
2018 Q3	$1.17M	Hold	11,007	–	–	0.97%	17
2018 Q2	$1.08M	Hold	11,007	–	–	0.94%	17
2018 Q1	$1.03M	Sell	11,007 -1,951	-15%	-$189K	0.9%	18
2017 Q4	$1.29M	Hold	12,958	–	–	0.97%	16
2017 Q3	$1.17M	Hold	12,958	–	–	0.92%	19
2017 Q2	$1.09M	Hold	12,958	–	–	0.89%	18
2017 Q1	$1.02M	Hold	12,958	–	–	0.83%	22
2016 Q4	$960K	Hold	12,958	–	–	0.76%	24
2016 Q3	$830K	Hold	12,958	–	–	0.7%	32
2016 Q2	$787K	Hold	12,958	–	–	0.67%	36
2016 Q1	$796K	Buy	12,958 +1,800	+16%	+$105K	0.68%	36
2015 Q4	$776K	Hold	11,158	–	–	0.67%	36
2015 Q3	$827K	Buy	11,158 +979	+10%	+$75.3K	0.75%	32
2015 Q2	$791K	Buy	10,179 +3,348	+49%	+$266K	0.67%	38
2015 Q1	$534K	Hold	6,831	–	–	0.45%	65
2014 Q4	$636K	Hold	6,831	–	–	0.51%	59
2014 Q3	$598K	Hold	6,831	–	–	0.51%	53
2014 Q2	$648K	Hold	6,831	–	–	0.53%	49
2014 Q1	$615K	Hold	6,831	–	–	0.52%	47
2013 Q4	$620K	Buy	+6,831	New	+$561K	0.54%	50

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Amica Retiree Medical Trust's AXP Position: Q3 2025 in Review

Amica Retiree Medical Trust reduced its American Express (AXP) stake by 11% in Q3 2025, selling an estimated $49.6K and leaving 1,320 shares worth $438K. The position accounts for 0.6% of the portfolio, ranked #50.

Amica Retiree Medical Trust first reported a position in AXP in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.72M in Q1 2021. 2,749 funds tracked by Wall St. Rank hold AXP as of Q3 2025.

Amica Retiree Medical Trust held 1,320 shares of American Express worth $438K as of Q3 2025.
Amica Retiree Medical Trust sold 156 American Express shares in Q3 2025, an estimated $49.6K.
American Express made up 0.6% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #50 holding.
Amica Retiree Medical Trust first reported a position in American Express in Q4 2013 and has held it in 45 quarters since.
Amica Retiree Medical Trust's American Express position peaked at $1.72M in Q1 2021.
2,749 funds tracked by Wall St. Rank held American Express as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.